OWP
STEM icon

ORG Wealth Partners’s Stem STEM Stock Holding History

ORG Wealth Partners’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$61 Hold
7
– – ﹤0.01% 647
2025
Q4 		$105 Hold
7
– – ﹤0.01% 596
2025
Q3 		$122 Hold
7
– – ﹤0.01% 615
2025
Q2 		$44 Sell
7
-1
-13% -$9 ﹤0.01% 657
2025
Q1 		$50 Buy
+8
New +$93 ﹤0.01% 745

Other funds holding STEM

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ORG Wealth Partners's STEM Position: Q1 2026 in Review

ORG Wealth Partners held its Stem (STEM) position steady in Q1 2026 at 7 shares worth $61. The position accounts for ﹤0.01% of the portfolio, ranked #647.

ORG Wealth Partners first reported a position in STEM in Q1 2025 and has held it in 5 quarters since. The position peaked at $122 in Q3 2025. 75 funds tracked by Wall St. Rank hold STEM as of Q1 2026.

  • ORG Wealth Partners held 7 shares of Stem worth $61 as of Q1 2026.
  • ORG Wealth Partners left its Stem share count unchanged in Q1 2026.
  • Stem made up ﹤0.01% of ORG Wealth Partners's portfolio in Q1 2026, its #647 holding.
  • ORG Wealth Partners first reported a position in Stem in Q1 2025 and has held it in 5 quarters since.
  • ORG Wealth Partners's Stem position peaked at $122 in Q3 2025.
  • 75 funds tracked by Wall St. Rank held Stem as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.